Lenox Wealth Advisors’s Autodesk ADSK Stock Holding History

Lenox Wealth Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$6K	Buy	28 +17	+155%	+$3.92K	﹤0.01%	536
2021 Q4	$3K	Buy	11 +7	+175%	+$2.04K	﹤0.01%	653
2021 Q3	$1K	Buy	4 +2	+100%	+$612	﹤0.01%	649
2021 Q2	$1K	Buy	+2	New	+$571	﹤0.01%	658
2020 Q3	–	Sell	-12	Closed	-$3K	–	571
2020 Q2	$3K	Hold	12	–	–	﹤0.01%	474
2020 Q1	$2K	Buy	+12	New	+$2.2K	﹤0.01%	556
2018 Q3	–	Sell	-121	Closed	-$16K	–	404
2018 Q2	$16K	Sell	121 -38	-24%	-$5.03K	﹤0.01%	284
2018 Q1	$20K	Buy	159 +121	+318%	+$14.4K	﹤0.01%	271
2017 Q4	$4K	Buy	+38	New	+$4.43K	﹤0.01%	233

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Lenox Wealth Advisors's ADSK Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Autodesk (ADSK) stake by 155% in Q1 2022, buying an estimated $3.92K and bringing the position to 28 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Lenox Wealth Advisors first reported a position in ADSK in Q4 2017 and has held it in 9 quarters since. The position peaked at $20K in Q1 2018. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

Lenox Wealth Advisors held 28 shares of Autodesk worth $6K as of Q1 2022.
Lenox Wealth Advisors bought 17 Autodesk shares in Q1 2022, an estimated $3.92K.
Autodesk made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #536 holding.
Lenox Wealth Advisors first reported a position in Autodesk in Q4 2017 and has held it in 9 quarters since.
Lenox Wealth Advisors's Autodesk position peaked at $20K in Q1 2018.
1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.